Institutional Ownership Franklin Templeton ETF Tr (FLSW)
This table provides information about the institutional ownership of Franklin Templeton ETF Tr (FLSW). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 747,633 shares, which have been reported (via 13F filing form) to have a value of $27.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
242,991
shares
|
$9.06 Million
1.89% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
190,397
shares
|
$7.1 Million
0.12% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
65,349
shares
|
$2.44 Million
1.46% of portfolio
|
Q1 2025
Reduced 32.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
63,805
shares
|
$2.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
48,402
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
31,074
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
28,100
shares
|
$1.05 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
27,258
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
23,224
shares
|
$865,790
0.01% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
21,087
shares
|
$786,123
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
8,420
shares
|
$313,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,515
shares
|
$280,159
0.0% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,707
shares
|
$250,036
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
6,096
shares
|
$227,258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$149,120
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
600
shares
|
$22,368
0.0% of portfolio
|
Q4 2022
Reduced 24.91%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
301
shares
|
$11,221
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
183
shares
|
$6,822
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
71
shares
|
$2,646
0.0% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
32
shares
|
$1,192
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
19
shares
|
$708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q4 2024
Reduced 92.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|